You realize you are using the proper document editor when such a basic job as Lock up initials invoice does not take more time than it should. Editing papers is now an integral part of numerous working operations in numerous professional fields, which is the reason convenience and straightforwardness are essential for editing resources. If you find yourself studying guides or searching for tips on how to Lock up initials invoice, you might want to get a more intuitive solution to save time on theoretical learning. And here is where DocHub shines. No training is required. Simply open the editor, which will guide you through its main functions and features.
A workflow gets smoother with DocHub. Make use of this tool to complete the paperwork you need in short time and take your efficiency to a higher level!
hello everyone this is hannah from tax dome today ill teach you how to lock an existing document to an invoice you can log a document to an invoice so that the client sees its available but cannot view or download it until the work has been paid for once the client pays the document automatically unlocks for them to do that make sure that you have uploaded the document to the top level folder with client can view access level click on the three dots icon to the far right of the document then click edit click link invoice then select the invoice you want to lock the document to or click create invoice at the top right to add a new one and itll be attached to the document also multiple documents can be locked to the same invoice once done click save to keep your changes and thats how you lock an existing document to an invoice thanks for watching